Vincent Wood, CFA

Vincent Wood is a Chartered Financial Analyst (CFA) and spent many years working with institutional clients and with individual investors to optimize their investments. He has a background in fixed income and equity securities analysis and worked for several years at Morgan Stanley Capital International. Vince is a 1987 graduate of UC Berkeley and is currently attending JFK law school. Vince works closely with Stan Riddle conducting legal research and client servicing.

Education:

• JFK University Law School, Current
• University of California, Berkeley, 1987
• Charter Financial Analyst (CFA)

Professional Associations and Memberships:

• CFA Society of San Francisco

Past Employment Positions:

• Morgan Stanley Capital International
• Jones Hall Hill and White
• Mellon Capital Management